Account Classes
An account class is a template shared by many accounts. It decides which pages of the account’s self-care portal are available, holds the service codes the accounts dial from their phones, and stores calling defaults. Every account belongs to exactly one class; new accounts get the built-in Default class.
Where to find it
Section titled “Where to find it”Open My Customers → Account Classes in the left sidebar. The URL is /account_classes.php. The item is shown to users with the edit right on accounts.
What you see
Section titled “What you see”The list shows Name and Description of your classes, with a search on the name (is like / is not like). The built-in Default class is listed too. It cannot be edited or deleted: its fields are read-only.
The form has four tabs.
Basic Parameters
Section titled “Basic Parameters”| Field | Meaning |
|---|---|
| Name | Name shown in the Account Class list of the account form |
| Description | Free text shown in the list |
| CLD Tr. Rule, CLI Tr. Rule | Default translation rules for the called and calling number |
| Max Session Time | Default longest call in seconds, 3600 for a new class |
Calling Features
Section titled “Calling Features”Voicemail, Generate Ringbacktone, SIP Registration, On-Net Calls, Allow Free On-Net Calls, CPE Auto-Provisioning and Follow-Me Enabled are the class defaults for the account fields of the same meaning. Calling Card IVR appears when the calling card module is installed and Conferencing when conferencing is enabled.
Some of them also gate pages of the account’s portal:
- Voicemail: the account sees Voice Messages only when both the class and the account have voicemail on.
- Follow-Me Enabled: the account sees Follow Me only when both the class and the account have it on.
- Calling Card IVR: shows the calling card pages Trusted Numbers and Hot Keys/Smart Dialing.
- Conferencing: shows Schedule a Conference.
Service Codes
Section titled “Service Codes”The eight codes an account dials from its phone: Call Forwarding Enable, Call Forwarding Disable, DND Enable, DND Disable, Block Anonymous, Unblock Anonymous, Block Last Caller and Unblock Last Blocked. Each has a checkbox: when it is on, the code field takes one or more codes, when it is off the service shows Disabled. Ticking the box fills in the system default code. A new class starts with every code disabled.
Accounts whose own service code is Default use the class code, so a change here applies to existing accounts at once. See Service Codes for the format and what each code does.
Web Features
Section titled “Web Features”These switches apply to every account of the class, existing ones included, from the next page the account opens.
| Field | Meaning |
|---|---|
| Web Self-Care | The account may log in to its portal. Off rejects the login |
| Debit/Credit Card Top-up | Shows Debit/Credit Cards in the portal and allows auto charge on low balance |
| Voucher Top-up | Allows top-up with vouchers |
| Web Phone | Shows the web phone, when the module is installed |
| Web Callback | Shows Callback, when the module is installed |
| Modify Own Addr Info | The account may edit its address in My Preferences. Off also hides the Recording column in the account’s call history |
| Require KYC | Accounts of this class are asked to pass KYC verification in the portal. Shown when the KYC module is on |
Create an account class
Section titled “Create an account class”- Click Add Account Class.
- Enter Name and Description.
- Open Calling Features and set the defaults.
- Open Service Codes and tick the codes the accounts may use.
- Open Web Features and clear what the accounts must not see.
- Click Save & Close.
Then select the class in Account Class on the Basic tab of each account, or in the Account Class column of an accounts upload.
Edit an account class
Section titled “Edit an account class”Click the name in the list. Changes to Service Codes and Web Features reach every account of the class. The Calling Features and Basic Parameters values do not change existing accounts.
Delete an account class
Section titled “Delete an account class”Click the trash icon in the row. The icon appears only for classes that no account uses; move the accounts to another class first.